Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

59

Number of overlapping holdings

48.0%

% of MTUM's 124 holdings also in SPMO

60.2%

% of SPMO's 98 holdings also in MTUM

Overlap by Weight
Sector Drift (MTUM minus SPMO)
Overlapping Holdings

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Company Weight
in MTUM
Weight
in SPMO
Overlap
NVIDIA CORP 7.0% 12.9% 7.0%
META PLATFORMS INC 5.4% 8.5% 5.4%
ELI LILLY & CO 5.6% 5.2% 5.2%
BROADCOM INC. 5.6% 4.9% 4.9%
AMAZON.COM INC 4.5% 7.6% 4.5%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to SPMO
JPMORGAN CHASE & CO 2.1%
WELLS FARGO & CO 1.9%
QUALCOMM INC 1.9%
GENERAL ELECTRIC COMPANY 1.8%
CATERPILLAR INC 1.5%
MICRON TECHNOLOGY INC 1.5%
PROGRESSIVE CORP 1.4%
AMERICAN EXPRESS CO 1.4%
NETFLIX INC 1.2%
EATON CORP PLC 1.1%
MTUM Underweight Relative to SPMO
APPLE INC -9.2%
MICROSOFT CORP -8.6%
NVIDIA CORP -5.9%
BERKSHIRE HATHAWAY INC-CL B -3.6%
AMAZON.COM INC -3.1%
META PLATFORMS INC -3.1%
ADOBE SYSTEMS INC -1.2%
WAL-MART STORES INC -1.0%
SERVICENOW INC -0.8%
LINDE PLC -0.8%
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